AZ Chapter Meeting - Phoenix

The AZ Chapter of the ACUIA will be holding its quarterly meeting on April 26th from 10-12:30 at the AZ State Credit Union Corporate Headquarters located at 2355 W. Pinnacle Peak Rd. Phoenix, AZ 85027. This quarters presentation is presented by Bryan Mogensen, CliftonLarsonAllen LLP.

Are you or your credit union just getting started planning your enterprise risk management (ERM)? Then this ERM program was designed just for you. Basic risk management issues to be discussed include:

An overview of Enterprise Risk Management

The benefits of Enterprise Risk Management

Who participates in Enterprise Risk Management

Who should attend?

Credit union management and staff that determine or influence risk management policy, especially in these positions:

CEO

CFO

COO

Risk Management

Operations

Meet the presenter, Bryan Mogensen

Bryan W. Mogensen is an assurance partner of CliftonLarsonAllen LLP’s Phoenix office. He is one of the leaders of the firm’s credit union practice as well as the leader of the Southwest Region credit union and credit union employee benefit plan practice. Bryan joined CliftonLarsonAllen (formerly Clifton Gunderson) in November 1995 when the firm acquired Cotton Parker Johnson & Co. (CPJ). Prior to that acquisition, he was with CPJ for five years, the City of Milwaukee, Wisconsin and the Wisconsin Credit Union League.

Over the past 19 years, Bryan has gained extensive experience auditing credit unions, credit union employee benefit plans, credit union service organizations, community banks, and nonprofit organizations. He has also undertaken considerable continuing education related to these areas. Additionally, he is responsible for planning, supervising the audit staff, reviewing the work performed, and attending client and exit conferences.

Bryan frequently shares his knowledge through national speaking engagements. Bryan is licensed to practice as a Certified Public Accountant in Arizona, California, Washington and Wisconsin. He currently is a member of the AICPA, ASCPA, and has been actively involved with the Valley of the Sun Chapter for Credit Union’s located in Phoenix, Arizona. He is also a member of the AICPA National Credit Union Conference Steering Committee. Bryan received his Bachelor of Science degree in business administration with emphasis on accountancy from the University of Wisconsin-Milwaukee.